NEW Oriental Education & Technology Group Inc.
EDUQUIET ISSUERQUIETNEW Oriental Education & Technology Group Inc. reads as an Quiet Issuer (composite 31/100); Consistent Strategic Buyer deploying $2B across 0 disclosed transactions, up 89730% vs the prior cycle · primary market Media & Education, ranked #12 on disclosed spend.
Lens
Disclosed M&A capital (2023–2025)
$1.8B
vs $2M in 2020–2022
Disclosed transactions
N/A
2/3 active fiscal years in window
Buyer archetype
Consistent Strategic Buyer
Meaningful spend appears across repeat years.
Composite score
31
Quiet Issuer dominates · Quiet
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $1.8B disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
Target Probability
Issuers showing target-side patterns from filings
- 2 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 2 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 2 activism filings
- Latest activism 4.5y ago; discounted
- Shareholder pressure language
Distress Watch
Issuers showing financial-distress filing patterns
- Missing recent 10-Q
- 2 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
Capital Velocity
Issuers with the highest filing-activity intensity
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $7.4B
- 2 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $1,797M · Peak count: 1
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | $100K | N/A | N/A |
| 2024 | N/A | N/A | N/A | N/A |
| 2023 | N/A | $1.8B | N/A | N/A |
| 2022 | N/A | N/A | N/A | N/A |
| 2021 | N/A | $2M | N/A | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Geographic Expansion33%
- Bolt On33%
- Horizontal Consolidation33%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- geographic_expansion
- bolt_on
- horizontal_consolidation
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“These recent acquisitions and any future acquisitions expose us to potential risks, including risks associated with the diversion of resources from our existing businesses and the inability to generate sufficient revenue to offset the costs and expenses of acquisitions.”
“acquisition allowed the Company to extend its brand to the large non-English test preparation market and provide synergies with the existing business”
“These strategic acquisitions are expected to allow us to extend our New Oriental brand to the large non-English test preparation market.”
“we have pursued and intend to continue to pursue selective strategic acquisitions of businesses that complement our existing businesses”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Media & Education
- Market spend (2023–2025)
- $31.8B
- Market spend (2020–2022)
- $74.8B
- Recent vs prior
- −57%
- Issuer rank in market
- #12 of 114
- Share of market capital
- 0.9%
Valuation positioning
EDU trades at a -1.7-turn discount to the Media & Education peer median of 12.1×.
- EV / Revenue
- 1.4×
- Net debt / EBITDA
- N/A
- Peer median EV / EBITDA
- 12.1×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
| 21.6× | 2.0× | -0.2× | $8.8B | $55M | |
| 19.2× | 1.5× | -3.6× | $25.6B | $196M | |
NEW Oriental Education & Technology Group Inc.EDU | 10.3× | 1.4× | N/A | $5.4B | $1.8B |
| 4.9× | 1.8× | 2.2× | $37.2B | $100M | |
| 3.0× | 0.2× | 14.1× | $2.1B | $14M |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Media & Education. Bars scaled to the highest EV/EBITDA in the set.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)222025-09-25
- 10-Q (quarterly)0N/A
- 8-K (event)0N/A
- Proxy / DEF 14A0N/A
- Activism (13D / DFAN / PREC)22021-11-18
Signals on file
- elevated
Activism on file
2021-11-182 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
10-K strategy themes
- info
Signal
Shareholder pressure
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.